Find for User name or password

User Name

When your administrator set up Payroll Self Service they will send you an email invitation to join the service.Your user name will be included in that email. The user name is usually one word using your first name followed by your surname.

• Try your full name as one word or check your email's inbox.
• If you don't have access to the email that you received from your administrator or you think that your user name has been set up differently, contact your administrator for confirmation.

Password

If you forget your password you can request that it is reset. Your reset password will be emailed to you.

• Select the Forgot Password link, enter your user name and select Reset.
• Check your email inbox for the email with the reset password.

To view and print payslips

After your payslip is uploaded you will be able to view it in Payroll Self Service. The document is displayed in your browser's PDF viewer. Only payslips for pay periods after you were invited to join Payroll Self Service will be shown; older payslips are not uploaded to the website.

Steps

1. Sign in to Payroll Self Service.
2. Select the Your Payslips button on the Your Payroll Self Service page.
3. Select the save or print icon as necessary.

To view, save and print your P60

After your P60 for the tax year is uploaded you will be able to view it in Payroll Self Service. The PDF document is displayed in your browser's PDF viewer.

Steps

1. Sign in to Payroll Self Service.
2. Select the Your P60s button on the Your Payroll Self Service page.
3. Select the save or print icon as necessary.

To change your details

You can change your personal details like your name and address, and your marital status, and you can add a new photo, change your personal contact information, add a new qualification and details of your company car.

Any changes you make will be checked and verified before being imported in the HR application.

Note: Information that is changed on the page is highlighted (like the salutation below) until the change is accepted by the payroll administrator.

Steps

1. From the Personal Details page, make the changes on the main page.
2. To change your photo, contacts, education, bank account or company car details, first select the relevant page.
3. Select Save.

Setting up the website

The website needs to be set up before users can be invited to join Payroll Self Service.

Use the Website settings page to add a custom website banner, set up mail server details, create an email template that will be used when new users are invited to join Payroll Self Service or for password reminders and to set up an email signature. The Pegasus Web Xchange Administration page is also where audit logging and data synchronisation options are set.

Steps

Note: To save changes you must select Save before opening another tab.

1. Sign in as a Pegasus Web Xchange administrator.
2. Select the Settings button on the Pegasus Web Xchange administration page.
3. Check and select these options as necessary on the Website settings page:
   • Log web pages loaded
   • Log changes to data
   • Log warnings
   • Data synchronisation frequency:
   • Set this to the frequency required for the synchronisation of the data between Pegasus Web Xchange and Opera 3. By default it happens every minute.
   • Set it to a higher number to reduce the frequency and overhead of this process.
   • Set it to a higher number if Pegasus Web Xchange is linked to more than one company in Opera 3 - the number of enter is divided by the number of companies. For example, if Pegasus Web Xchange is linked to two companies and you enter 60 minutes, each company will be checked at 30-minute intervals.
4. Select the Mail server tab and enter the settings. To test the email enter a sender email address and recipient email address and select the Send test email button.
5. Select the New user email, forgotten password email and email signature tabs in turn and enter the details.

Note: If you have been provided with a new activation key enter it in the New activation key box at the bottom of the page.

Communication status

The Service Status page shows a summary of the Pegasus Web Xchange communication service status.

This includes service status summary will indicate the status of the following in the Pegasus Web Xchange infrastructure:

• Server roles
• Communication with each product
• Communication with each company
• The most recent failures or warnings.

Tip: More information can be seen by either hovering or clicking the icons on the page.

Steps

1. Sign in as a Pegasus Web Xchange administrator.
2. Select the Server Status button on the Pegasus Web Xchange administration page.

Sending bulk emails

Emails can be sent in bulk to people in selected roles (Payroll Self Service Administrators, employees, Payroll Self Service managers and Pegasus Web Xchange administrators). Emails can either be sent immediately or scheduled for later.

Sent emails are displayed on the Email history page.

Note: The SMTP server settings must be updated on the Website Administration > Settings > Mail Server page beforehand. This page is available to Pegasus Web Xchange administrators.

Steps

1. Sign in as a Pegasus Web Xchange administrator.
2. Select the Users button on the Pegasus Web Xchange administration page.
3. Select the Emails tab and then select the Add tab.
4. Select the role(s) for the email and select Next.
5. Check the list of recipients, select Next and then enter the email details.
6. Update the Scheduling options as necessary.
7. Select Save and then select Done.

Sending bulk emails

Payroll Self Service emails can be sent in bulk to people in selected roles (Payroll Self Service Administrators, employees, Payroll Self Service managers and Pegasus Web Xchange administrators), and also in selected companies, departments and payroll groups. Emails can either be sent immediately or scheduled for later.

Sent emails are displayed on the Email history page.

Note: The SMTP server settings must be updated on the Website Administration > Settings > Mail Server page beforehand. This page is available to Pegasus Web Xchange administrators.

Steps

Note: To save changes you must select Save before opening another tab.

1. Sign in as a Payroll Self Service administrator.
2. Select the Users button on the Payroll Self Service administration page.
3. Select the Emails tab and then select the Add tab.
4. Select the roles for the email.
5. Select Next to check the list of recipients and Next again until the email message page is displayed. Then enter the email details.
6. Update the Scheduling options as necessary.

Note: If the Payroll Self Service - Employee role is selected you can use the Company, Department and Payroll group lists to filter who receives the email.